ARK Invest Rebalances Portfolio: Exits Biotech, Doubles Down on AI and Autonomous Driving
Cathie Wood's ARK Invest executed significant portfolio adjustments on January 22, 2026, liquidating $5.03 million in Beam Therapeutics shares while accumulating positions in WeRide and Tempus AI. The moves signal a strategic pivot toward autonomous driving and artificial intelligence sectors.
The fund's second consecutive reduction of Beam Therapeutics exposure suggests a measured exit rather than abrupt divestment. Meanwhile, ARK's persistent accumulation of WeRide shares—$1.47 million worth in a single day—reflects growing conviction in autonomous mobility solutions.
Notable disposals included Unity Software ($1.35 million), Roku ($1.55 million), and GitLab ($979,000), while smaller bets were placed on emerging players like Kodiak AI. These transactions collectively demonstrate ARK's thematic shift toward next-generation technologies.
